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Marketing Automation

Watch this space for articles regarding Marketing Automation.

Why use SpinOffice for sending emails?
Access all your CRM associated email exchanges in one place, right inside your Inbox. All messages are, on entry, automatically linked to the proper contact. If the recipient is unknown you can add the contact to your database as new or link it to an existing contact and SpinOffice will pick ...
How to send a mass mailing?
Filters allow you to obtain an overview of contacts that meet a certain search criteria. For example, would you like to have an overview of all your prospects, or of all customers that are located in the same country? Or do you want to send a mailing to all your former customers? You can filte...
How do I create and manage tasks in SpinOffice?
Go to New -> Task to create a task for a certain contact or click on the task icon in the main toolbar. All tasks are shown in your task list which can be found at menu item Go to -> Tasks and Timesheet. Priority, expiration date and reminders can be set for each task. When working...
How do I get a quick overview of my prospects?
Every prospect has its own contact card with relevant contact information and archive with communication and agreements from the past. To create a selection, for instance all your prospects: Go to the field ‘Contact type’ on the card; Click on the field just once; Choose 'Filter o...
What does the integration with MailChimp includes?
SpinOffice’s integration with MailChimp allows a two-way interaction between your CRM database and your email list(s) in MailChimp. You are able to build highly specific filters in SpinOffice and share them with MailChimp! The three core components of this MailChimp integration: ...
How do I link my MailChimp account to SpinOffice?
Go to menu option Extra -> MailChimp Please fill in your MailChimp API key. Log in to your MailChimp account and go to your account settings, see image below: Copy the API key into the required field in SpinOffice and click on 'Save MailChimp API key' to lin...